Filed February 13, 2018 (most recent of 11 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $169,253 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,333 | $53,204+45.4% | $155,556-50.3% | $200,096-61.4% |
| Participation rate | 93.9% | 64.1%+29.8pp | 78.2%+15.7pp | 72.0%+21.9pp |
| Annual return | 11.25% | 41.02%-29.8pp | 64.84%-53.6pp | 34.26%-23.0pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $0 | $3,163-100.0% | $5,631-100.0% | $5,090-100.0% |
| Admin fee / account holder | $80 | $186-57.1% | $15,885-99.5% | $269-70.4% |